Anti-Defamation League

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Gifts From Your Retirement Plan

Gift of Retirement Plan Diagram

How It Works

  • Name Anti-Defamation League Foundation as a beneficiary of your IRA, 401(k) or other qualified plan.
  • Designate us to receive all or a portion of the balance of your plan through your plan administrator.
  • The balance in your plan passes to ADLF after your lifetime.

Benefits

  • Avoid the double taxation your retirement savings would incur if you designated your heir(s) as beneficiary(ies).
  • Continue to take regular lifetime withdrawals.
  • You may choose to revoke us as a beneficiary if your family's needs change.

Next: Tell me more...

Please contact us so that we can assist you through every step of the process.

Questions and Answers

How do I arrange a gift from my retirement plan?

What are the tax implications of a gift of retirement plan assets?



Compare Gift Plans Goals & Benefits Glossary Request Information

The professionals at our Department of National Planned Giving, Legacy and Endowments will be happy to discuss your interests, concerns and financial options, and work personally with you and/or your legal and financial advisors to create a plan that meets your needs and supports the Anti-Defamation League Foundation.

For more information, please contact:

Director of National Planned Giving, Legacy and Endowments
Anti-Defamation League Foundation (ADLF)
605 Third Avenue
New York, NY 10158
plannedgiving@adl.org
1-888-235-9710

This information is provided for educational purposes. The Anti-Defamation League Foundation and ADL are not financial, legal or tax advisors. Please contact your advisors regarding your financial, legal or tax needs.